EF

Empirical Finance Portfolio holdings

AUM $1.91B
1-Year Est. Return 20.92%
This Quarter Est. Return
1 Year Est. Return
+20.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.42M
3
+$3.09M
4
AAPL icon
Apple
AAPL
+$2.96M
5
MSFT icon
Microsoft
MSFT
+$2.78M

Top Sells

1
+$12.9M
2
+$1.65M
3
+$1.08M
4
QMOM icon
Alpha Architect US Quantitative Momentum ETF
QMOM
+$833K
5
GE icon
GE Aerospace
GE
+$659K

Sector Composition

1 Technology 23.1%
2 Healthcare 12.45%
3 Financials 10.1%
4 Consumer Discretionary 9.07%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.38M 0.13%
13,562
+314
152
$1.37M 0.13%
37,975
+1,771
153
$1.36M 0.13%
4,437
+179
154
$1.35M 0.13%
33,138
+1,610
155
$1.33M 0.12%
4,655
+226
156
$1.3M 0.12%
38,150
+1,550
157
$1.3M 0.12%
12,780
+700
158
$1.29M 0.12%
2,934
+146
159
$1.29M 0.12%
17,044
+840
160
$1.28M 0.12%
14,054
+770
161
$1.27M 0.12%
22,695
+1,156
162
$1.27M 0.12%
9,449
+497
163
$1.27M 0.12%
37,153
+1,703
164
$1.25M 0.12%
14,967
+693
165
$1.25M 0.12%
11,051
+670
166
$1.25M 0.12%
2,232
+89
167
$1.24M 0.12%
7,485
+276
168
$1.24M 0.12%
5,960
+255
169
$1.24M 0.12%
3,459
+11
170
$1.23M 0.12%
15,434
+698
171
$1.23M 0.11%
20,312
+906
172
$1.2M 0.11%
3,578
+175
173
$1.2M 0.11%
17,993
+875
174
$1.17M 0.11%
10,056
+597
175
$1.17M 0.11%
2,335
+95
5 6
7
8 9